← Top stories
▲ Bullish for Indian equities
Electronics demand, policy support and shifting supply chains underpin India’s semiconductor push
The brief
- BCG cites rising Indian electronics consumption and government incentives as drivers
- Global semiconductor supply-chain shifts are creating an opportunity to deepen India’s ecosystem
- Policy support and local chip demand may benefit Indian semiconductor and electronics manufacturers
- Markets pricing an excessive 125bps rate hike over the next one year: Nomura
- Tailwinds under-appreciated, India can absorb global shocks and grow: DBS Bank group chief economist Taimur Baig
- Rural India's auto demand holds despite weak rains in August: Fada data
- E-commerce’s share to FMCG sales in top eight metros at 21% in June quarter: NIQ
- FMCG Sector Under Pressure As Rural Volumes Fall 5% In June Quarter: NielsenIQ
India’s semiconductor sector opportunity
BCG says rising electronics demand, government incentives and shifts in global semiconductor supply chains are creating opportunities for India’s chip sector.
Sunday, 27 September
- Electronics demand, policy support and shifting supply chains underpin India’s semiconductor push